金十数据7月19日讯，据省人社厅消息：今年上半年，陕西城镇新增就业27.66万人。 在落实减负稳岗扩 就业政策方面，今年以来，陕西通过降低失业、工伤保险费率为企业减负22.56亿元，发放稳岗返还资 金9415.17万元、一次性扩岗补助991.35万元；新增发放创业担保贷款24.5亿元，扶持创业3723人、带动 就业1.92万人。 （陕西发布） 上半年陕西城镇新增就业27.66万人 ...

Core Viewpoint - The A-share market shows a mixed performance with a slight increase in the Shanghai Composite Index, while the non-ferrous metals sector leads the gains among various industries [2] Industry Performance - The non-ferrous metals sector experienced the highest increase of 1.66%, with a transaction volume of 806.93 billion yuan, up by 82.56% from the previous trading day [2] - The steel industry rose by 0.98%, with a transaction volume of 114.66 billion yuan, an increase of 35.33% compared to the last trading day [2] - The coal industry saw a rise of 0.84%, with a transaction volume of 68.80 billion yuan, up by 83.14% from the previous day [2] - Other notable sectors include basic chemicals and defense industry, both increasing by 0.74% [2] Stock Highlights - Leading stocks in the non-ferrous metals sector include Haixing Co., which rose by 10.03% [2] - In the steel sector, Baogang Co. increased by 5.97% [2] - Yunmei Energy in the coal sector saw a rise of 10.05% [2] - Other significant gainers include Fumiao Technology in basic chemicals, which surged by 20.02% [2]

Market Overview - The market opened low and closed high, with the ChiNext Index leading the gains [4] - Major indices showed positive performance, with the Shanghai Composite Index up by 0.37%, Shenzhen Component Index up by 1.43%, and ChiNext Index up by 1.75% [2][4] - Over 3,500 stocks in the market rose, indicating a broad-based rally [4] Sector Performance - The top-performing sectors included Defense and Military (+2.74%), Communication (+2.41%), Electronics (+2.18%), Biomedicine (+1.77%), and Comprehensive (+1.42%) [3] - Conversely, the worst-performing sectors were Banking (-0.42%), Transportation (-0.39%), Environmental Protection (-0.26%), Public Utilities (-0.24%), and Construction Decoration (-0.19%) [3] Concept Index Highlights - The leading concept indices were Co-packaged Optics (CPO) (+3.34%), PCB Concept (+3.07%), AI Mobile (+3.01%), AI PC (+3.01%), and Recombinant Protein (+2.92%) [3] - The lagging concept indices included Gold Concept (-0.13%), Control Shares (-0.12%), Cement Concept (-0.06%), Solid Waste Treatment (-0.03%), and New Urbanization (-0.03%) [3] Future Outlook - The market is expected to continue its upward trend, with a focus on sectors such as Machinery Equipment, Consumer Goods, TMT (Technology, Media, and Telecommunications), and Financials [6] - The upcoming political bureau meeting and the Federal Reserve's interest rate decision are key events to watch [6] - The overall economic performance remains resilient, with a GDP growth of 5.3% year-on-year in the first half of the year [6] Investment Opportunities - The robotics sector is highlighted as a key area of growth, driven by advancements in AI and automation [5] - The innovative drug sector remains strong, with recent government policies favoring the procurement of established drugs while excluding innovative drugs from centralized purchasing [5] - Chinese biotech companies are seen as undervalued compared to their U.S. counterparts, presenting potential investment opportunities [5]

据日本共同社报道，今年5月份，日本员工人均实际工资比去年同月下降了2.9%，连续第五个月下降。 尽管与名义工资相对应的总现金收入一直在增加，但工资增长无法跟上通货膨胀的步伐。 不仅如此，日本企业利润中流向工人的份额已降至51年来的最低水平，这表明创纪录的盈利并未用于提 高工资。 数据显示，截至2025年3月31日的财年，日本工人利润占比为53.9%，创下1973年以来的新低。而与此 同时，截至2024财年末，整体留存收益总额达636万亿日元（4.31万亿美元），增长约10%，创历史新 高。 工人利润占比表明公司创造的附加值中有多少以工资、奖金和其他薪酬的形式分配给了工人（包括高管 和兼职员工）。该指标的计算方法是劳动力成本与税前利润、劳动力成本、折旧成本和已付利息之和的 比率。 其中，公司的规模越大，劳动力的利润占比越低。数据显示，对于资本金在10亿日元及以上的公司，劳 动力利润占比平均为36.8%，比上一财年下降了1.3个百分点。但对于资本金在1000万日元以上但低于1 亿日元的小型企业来说，劳动力利润占比为70.2%，提高了0.1个百分点。 看似日本政府正在用涨薪填通胀，企业用高薪留人，但最终受伤的还是打 ...

Market Overview - The Shanghai Composite Index increased by 0.09% as of the morning close, with a trading volume of 660.47 million shares and a total transaction value of 910.99 billion yuan, a decrease of 1.62% compared to the previous trading day [1]. Industry Performance - The electronic, comprehensive, and computer sectors showed the highest gains, with increases of 1.37%, 1.35%, and 1.23% respectively [1]. - The public utilities, construction decoration, and real estate sectors experienced the largest declines, with decreases of 1.05%, 0.66%, and 0.51% respectively [2]. Leading Stocks - In the electronic sector, Mankun Technology led with a gain of 20.01% [1]. - Tianchen Co. in the comprehensive sector rose by 10.00% [1]. - Jinxi Modern in the computer sector also increased by 20.00% [1]. Transaction Data - The electronic industry had a transaction value of 123.36 billion yuan, up by 11.84% from the previous day [1]. - The comprehensive sector recorded a transaction value of 14.01 billion yuan, up by 11.35% [1]. - The computer sector's transaction value was 1,055.04 billion yuan, with a slight increase of 1.25% [1].

Market Overview - As of 10:29 AM, the Shanghai Composite Index decreased by 0.05% with a trading volume of 464.51 million shares and a turnover of 631.45 billion yuan, representing a 10.61% decrease compared to the previous trading day [1]. Industry Performance - The top-performing sectors included: - Comprehensive: +1.26% with a turnover of 9.93 billion yuan, led by Tianchen Co., which rose by 10.00% [1]. - Steel: +1.09% with a turnover of 47.44 billion yuan, led by Liugang Co., which increased by 10.08% [1]. - Retail: +0.93% with a turnover of 108.41 billion yuan, led by Guoguang Chain, which rose by 9.98% [1]. - The sectors with the largest declines included: - Public Utilities: -1.00% with a turnover of 141.00 billion yuan, led by C Huaxin, which fell by 8.36% [2]. - Banking: -0.66% with a turnover of 85.43 billion yuan, led by CITIC Bank, which decreased by 1.29% [2]. - Oil and Petrochemicals: -0.62% with a turnover of 33.82 billion yuan, led by China Petroleum, which dropped by 1.11% [2]. Notable Stocks - Chengdu Xian Dao in the pharmaceutical sector saw a significant increase of 20.02% with a turnover of 632.76 billion yuan [1]. - Wuxin Tunnel Equipment in the machinery sector rose by 19.31% with a turnover of 487.80 billion yuan [1]. - Anning Co. in the non-ferrous metals sector experienced a decline of 5.85% with a turnover of 194.00 billion yuan [1].

Market Overview - The Shanghai Composite Index decreased by 0.18% as of 13:59, with a trading volume of 886.85 million shares and a turnover of 1,183.92 billion yuan, representing a 10.79% decrease compared to the previous trading day [1][2]. Industry Performance - The top-performing sectors included: - Comprehensive: +1.07% with a turnover of 19.26 billion yuan, led by Tianchen Co., which rose by 9.97% [1]. - Beauty Care: +1.03% with a turnover of 38.11 billion yuan, led by Jinbo Biological, which increased by 3.57% [1]. - Automotive: +0.87% with a turnover of 737.60 billion yuan, led by Redick, which surged by 12.52% [1]. - The worst-performing sectors included: - Steel: -1.70% with a turnover of 100.63 billion yuan, led by Liugang Co., which fell by 8.08% [2]. - Banking: -0.92% with a turnover of 261.70 billion yuan, led by Qilu Bank, which decreased by 2.89% [2]. - Non-bank Financial: -0.77% with a turnover of 442.13 billion yuan, led by *ST Tianmao, which dropped by 4.98% [2]. Summary of Sector Changes - The overall market saw 3,054 stocks rise, with 61 hitting the daily limit up, while 2,139 stocks fell, with 5 hitting the daily limit down [1]. - The sectors with the largest gains were Comprehensive, Beauty Care, and Automotive, while Steel, Banking, and Non-bank Financial experienced the largest declines [1][2].

Group 1 - As of July 15, the latest market financing balance reached 1,877.263 billion yuan, an increase of 4.94 billion yuan compared to the previous trading day [1] - Among the 25 primary industries under Shenwan, the electronic industry saw the largest increase in financing balance, rising by 1.828 billion yuan [1] - Other industries with notable increases include computer, public utilities, and transportation, with financing balances increasing by 0.791 billion yuan, 0.404 billion yuan, and 0.402 billion yuan respectively [1] Group 2 - The industry with the highest financing balance increase percentage was the comprehensive sector, with a latest balance of 3.379 billion yuan, reflecting a growth of 2.70% [1] - The beauty care, transportation, and construction materials industries followed, with increases of 1.67%, 1.19%, and 0.97% respectively [1] - Industries experiencing a decrease in financing balance included steel, non-ferrous metals, and national defense, with reductions of 1.26%, 0.66%, and 0.19% respectively [2]

Group 1 - Main capital outflow in the last two weeks totaled 157.69 billion, with no industry experiencing net inflow [2] - The financing and securities lending balance is currently 1,873.71 billion, up 1.92% from the previous period, with a financing balance of 1,860.50 billion and a securities lending balance of 13.21 billion [2] - The average daily trading volume for margin financing in the last two weeks was 133.81 billion, an increase of 12.86% from the previous period [2] Group 2 - The number of rising stocks exceeded the number of falling stocks in the last two weeks, with the top three industries in terms of growth being steel, building materials, and comprehensive [2] - The overall A-share strength analysis score was 6.19, indicating a neutral position [2] - The Shanghai Composite Index reached 3,500 points, with trading volume hitting a four-month high on July 11, indicating positive market sentiment [3]

Market Overview - On July 14, the Shanghai Composite Index rose by 0.27%, the CSI 300 increased by 0.07%, the STAR 50 fell by 0.21%, the CSI 1000 rose by 0.02%, and the ChiNext Index decreased by 0.45% [4] - The best-performing sectors on July 14 were machinery equipment (+1.23%), comprehensive (+1.04%), public utilities (+1.04%), household appliances (+1.02%), and oil and petrochemicals (+0.86%). The worst-performing sectors were real estate (-1.29%), media (-1.24%), non-bank financials (-1.03%), retail (-0.94%), and computers (-0.88%) [4][3] - The total trading volume for the entire A-share market on July 14 was 1,480.9 billion yuan, with a net inflow of 8.243 billion Hong Kong dollars from southbound funds [4][3] Industry Insights - The report highlights the dual opportunities presented by HVDC (High Voltage Direct Current) and the AI wave, indicating a new investment trend in AIDC (Artificial Intelligence Data Center) [5] - HVDC is expected to open up growth opportunities, while the demand for backup power sources in the generator segment is on the rise due to supply shortages [5] - Investment opportunities include the high value of power supply systems and the increasing density of AI computing chips driving HVDC iterations, alongside the upward trend in generator backup power demand [5]